Frank  Mokosak,  CFP<sup>&reg;</sup> - Financial Advisor

Frank Mokosak, CFP®

Financial Advisor

Mokosak Advisory Group, LLC

2900 100th Street, Suite 102
Urbandale, IA 50322
(515) 223-5404

General

Frank Mokosak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mokosak Advisory Group, LLC in Urbandale, IA and the surrounding communities.

Financial Advisor Overview

Our firm takes a comprehensive approach to financial planning to help clients discover their values, goals and dreams. We primarily work with widows and widowers as well as medical professionals.

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Financial Advisor Experience

I've been in the financial services industry since 1990 and have been practicing as a financial advisory since 1995.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Mokosak Advisory Group are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources